H&R BLOCK INC - HRB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 15,831,228 | 689,924 | 0.01% | 0.01% | 1 | -436,810 | -2.69% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 14,567,341 | 634,844 | 0.03% | 0.04% | 2 | +184,330 | 1.28% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 13,313,823 | 580,216 | 0.01% | 0.01% | 3 | -345,952 | -2.53% | Q4 2025 | Jan 29, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 4,285,516 | 186,762 | 0.63% | 0.7% | 4 | +191,608 | 4.68% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Reduced | 3,985,160 | 175,390 | 0.01% | 0.01% | 5 | -175,465 | -4.22% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,402,728 | 146,997 | 0.08% | 0.08% | 6 | +809,438 | 31.21% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 3,065,070 | 133,571 | 0.14% | 0.2% | 7 | -821,474 | -21.14% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,890,440 | 125,985 | 0.01% | 0.01% | 8 | -72,903 | -2.46% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,519,882 | 109,816 | 0.02% | 0.03% | 9 | +203,478 | 8.78% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,492,030 | 108,602 | 0.18% | 0.22% | 10 | -721,147 | -22.44% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,415,655 | 105,274 | 0.01% | 0.02% | 11 | -334,758 | -12.17% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,794,481 | 78,203 | 0.05% | 0.06% | 12 | -195,886 | -9.84% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,714,548 | 74,720 | 0.01% | 0.01% | 13 | +240,569 | 16.32% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,697,916 | 73,995 | 0.01% | 0.02% | 14 | -606,329 | -26.31% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,593,419 | 69,441 | 0.01% | — | 15 | +1,593,419 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,576,650 | 68,710 | 0.01% | 0.01% | 16 | -58,798 | -3.6% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,534,451 | 66,871 | 0.15% | 0.17% | 17 | +55,900 | 3.78% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,500,953 | 65,411 | 0.0% | 0.01% | 18 | -327,876 | -17.93% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,419,957 | 61,881 | 0.01% | 0.01% | 19 | -11,483 | -0.8% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,391,123 | 60,625 | 0.03% | 0.02% | 20 | +556,777 | 66.73% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,175,635 | 51,234 | 0.05% | 0.06% | 21 | -22,923 | -1.91% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,053,722 | 45,921 | 0.0% | 0.0% | 22 | +157,498 | 17.57% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,052,391 | 45,863 | 0.03% | 0.04% | 23 | +113,854 | 12.13% | Q4 2025 | Feb 13, 2026 |
| Ranmore Fund Management Ltd | History | New | 948,000 | 41,313 | 7.09% | — | 24 | +948,000 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 934,917 | 40,743 | 0.01% | 0.01% | 25 | +150,719 | 19.22% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 902,067 | 39,312 | 0.0% | 0.01% | 26 | +39,195 | 4.54% | Q4 2025 | Mar 25, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 873,613 | 38,072 | 0.02% | 0.02% | 27 | +216,190 | 32.88% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 843,749 | 36,770 | 0.42% | 0.61% | 28 | +373 | 0.04% | Q4 2025 | Feb 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 839,268 | 36,575 | 0.02% | 0.0% | 29 | +611,265 | 268.1% | Q4 2025 | Feb 17, 2026 |
| Lodge Hill Capital, LLC | History | New | 800,000 | 34,864 | 6.59% | — | 30 | +800,000 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 781,697 | 34,066 | 0.01% | 0.01% | 31 | +22,726 | 2.99% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 776,309 | 33,831 | 0.26% | 0.32% | 32 | -80,786 | -9.43% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 691,037 | 30,115 | 0.01% | 0.01% | 33 | -58,261 | -7.78% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 681,709 | 29,708 | 0.01% | 0.01% | 34 | -11,236 | -1.62% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 640,918 | 27,932 | 0.0% | 0.01% | 35 | -425,939 | -39.92% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 635,711 | 27,704 | 0.0% | 0.0% | 36 | -24,123 | -3.66% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 613,621 | 26,741 | 0.0% | 0.0% | 37 | +168,287 | 37.79% | Q4 2025 | Feb 19, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 555,637 | 24,214 | 0.62% | — | 38 | +555,637 | New | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 537,494 | 23,422 | 0.0% | — | 39 | +537,494 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 533,391 | 23,245 | 0.06% | 0.07% | 40 | -25,996 | -4.65% | Q4 2025 | Feb 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 507,482 | 22,116 | 0.02% | 0.05% | 41 | -531,637 | -51.16% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 492,440 | 21,460 | 0.0% | 0.0% | 42 | +373,974 | 315.68% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Reduced | 455,655 | 19,857 | 0.07% | 0.12% | 43 | -150,607 | -24.84% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 425,562 | 18,546 | 0.02% | 0.02% | 44 | -6,706 | -1.55% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 388,678 | 16,938 | 0.1% | 0.12% | 45 | -22,772 | -5.53% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 374,932 | 16,339 | 0.01% | 0.02% | 46 | -11,858 | -3.07% | Q4 2025 | Feb 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 370,841 | 16,161 | 0.49% | 0.86% | 47 | -189,224 | -33.79% | Q4 2025 | Jan 27, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 355,800 | 15,505 | 0.01% | 0.01% | 48 | +29,700 | 9.11% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 353,081 | 15,387 | 0.01% | 0.01% | 49 | -39,896 | -10.15% | Q4 2025 | Feb 12, 2026 |
| Prevatt Capital Ltd | History | No change | 350,000 | 15,253 | 4.41% | 6.02% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swedbank AB | History | Reduced | 345,643 | 15,063 | 0.01% | 0.02% | 51 | -507 | -0.15% | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 317,801 | 13,849 | 0.02% | — | 52 | +317,801 | New | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 316,067 | 13,774 | 0.14% | 0.11% | 53 | +101,511 | 47.31% | Q4 2025 | Feb 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 286,604 | 12,490 | 0.01% | 0.02% | 54 | -14,353 | -4.77% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 276,213 | 12,037 | 0.0% | 0.0% | 55 | +103,773 | 60.18% | Q4 2025 | Feb 17, 2026 |
| Framtiden Holdings Management Co LLC | History | New | 275,000 | 11,984 | 13.0% | — | 56 | +275,000 | New | Q4 2025 | Feb 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 271,894 | 11,849 | 0.01% | 0.01% | 57 | -25,392 | -8.54% | Q4 2025 | Feb 02, 2026 |
| Swiss National Bank | History | Reduced | 252,100 | 10,986 | 0.01% | 0.01% | 58 | -7,400 | -2.85% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 240,790 | 10,493 | 0.03% | 0.04% | 59 | -26,676 | -9.97% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 210,498 | 9,173 | 0.61% | 0.46% | 60 | +66,374 | 46.05% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 202,168 | 8,810 | 0.0% | 0.0% | 61 | -60,901 | -23.15% | Q4 2025 | Feb 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 200,151 | 8,722 | 0.51% | 0.53% | 62 | +26,822 | 15.47% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 197,473 | 8,605 | 0.45% | 0.47% | 63 | +27,720 | 16.33% | Q4 2025 | Jan 23, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 154,795 | 8,028 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 182,083 | 7,935 | 0.0% | 0.0% | 65 | +140,489 | 337.76% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 178,564 | 7,781 | 0.0% | 0.0% | 66 | -4,726 | -2.58% | Q4 2025 | Feb 18, 2026 |
| Atom Investors LP | History | New | 171,538 | 7,475 | 0.59% | — | 67 | +171,538 | New | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 170,328 | 7,422 | 0.09% | 0.11% | 68 | -3,442 | -1.98% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 168,241 | 7,331 | 0.0% | 0.0% | 69 | +39,328 | 30.51% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 165,431 | 7,209 | 0.1% | 0.15% | 70 | -27,831 | -14.4% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 157,870 | 6,859 | 0.01% | 0.01% | 71 | -10,114 | -6.02% | Q4 2025 | Mar 09, 2026 |
| Retirement Systems of Alabama | History | Reduced | 151,731 | 6,612 | 0.02% | 0.03% | 72 | -10,137 | -6.26% | Q4 2025 | Jan 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 150,854 | 6,574 | 0.01% | 0.01% | 73 | -4,947 | -3.18% | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 150,146 | 6,551 | 0.0% | 0.0% | 74 | -74,338 | -33.12% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 145,565 | 6,343 | 0.02% | 0.01% | 75 | +70,577 | 94.12% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 142,457 | 6,208 | 0.02% | 0.02% | 76 | -44,414 | -23.77% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 142,169 | 6,196 | 0.01% | 0.01% | 77 | -1,164 | -0.81% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 137,929 | 6,010 | 0.01% | 0.01% | 79 | +79,993 | 138.07% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 137,927 | 6,010 | 0.01% | 0.01% | 78 | -7,132 | -4.92% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 135,875 | 5,921 | 0.08% | 0.12% | 80 | -18,707 | -12.1% | Q4 2025 | Feb 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 133,636 | 5,823 | 0.01% | 0.01% | 81 | +5,329 | 4.15% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 121,127 | 5,278 | 0.01% | 0.0% | 82 | +113,106 | 1410.12% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 119,858 | 5,223 | 0.01% | — | 83 | +119,858 | New | Q4 2025 | Feb 17, 2026 |
| Ruffer LLP | History | Added to | 118,033 | 5,151 | 0.23% | 0.26% | 84 | +26,083 | 28.37% | Q4 2025 | Jan 28, 2026 |
| MAVERICK CAPITAL LTD | History | New | 114,426 | 4,986 | 0.05% | — | 85 | +114,426 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 111,583 | 4,911 | 0.02% | 0.02% | 86 | -7,900 | -6.61% | Q4 2025 | Jan 15, 2026 |
| NATIXIS | History | Added to | 112,116 | 4,886 | 0.02% | 0.0% | 87 | +105,819 | 1680.47% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 110,986 | 4,793 | 0.0% | 0.01% | 88 | -11,423 | -9.33% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 109,330 | 4,764 | 0.01% | 0.01% | 89 | +5,483 | 5.28% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 107,486 | 4,684 | 0.0% | 0.0% | 90 | -2,331,990 | -95.59% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 105,164 | 4,583 | 0.06% | 0.06% | 91 | +10,288 | 10.84% | Q4 2025 | Feb 11, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 104,731 | 4,564 | 0.45% | 0.5% | 92 | +1,212 | 1.17% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 102,676 | 4,475 | 0.01% | 0.01% | 93 | -3,053 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 106,077 | 4,460 | 0.21% | 0.01% | 94 | +101,025 | 1999.7% | Q4 2025 | Jan 21, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 101,436 | 4,420 | 0.07% | 0.08% | 95 | +311 | 0.31% | Q4 2025 | Feb 17, 2026 |
| OSSIAM | History | New | 99,405 | 4,332 | 0.09% | — | 96 | +99,405 | New | Q4 2025 | Feb 13, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 99,400 | 4,331 | 0.52% | 0.62% | 97 | -250 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 97,710 | 4,258 | 0.01% | 0.01% | 98 | +23,231 | 31.19% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 97,273 | 4,239 | 0.2% | 0.04% | 99 | +85,534 | 728.63% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 97,197 | 4,235 | 0.0% | 0.0% | 100 | +5,780 | 6.32% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 96,608 | 4,210 | 0.18% | 0.18% | 101 | +16,259 | 20.24% | Q4 2025 | Feb 02, 2026 |
| SG Americas Securities, LLC | History | Added to | 95,097 | 4,144 | 0.01% | 0.0% | 102 | +89,959 | 1750.86% | Q4 2025 | Jan 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 95,000 | 4,140 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 93,242 | 4,060 | 0.0% | 0.01% | 104 | -21,815 | -18.96% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 92,460 | 4,012 | 0.0% | 0.0% | 105 | +25,717 | 38.53% | Q4 2025 | Mar 20, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 91,258 | 3,977 | 0.06% | 0.04% | 106 | +37,152 | 68.67% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 88,952 | 3,876 | 0.0% | — | 107 | +88,952 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 84,336 | 3,675 | 0.0% | 0.0% | 108 | +38,386 | 83.54% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 78,511 | 3,421 | 0.0% | 0.01% | 109 | -3,468 | -4.23% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 76,956 | 3,352 | 0.01% | 0.01% | 110 | -83,272 | -51.97% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 75,473 | 3,289 | 0.01% | 0.0% | 111 | +37,998 | 101.4% | Q4 2025 | Jan 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 75,034 | 3,269 | 0.03% | 0.03% | 112 | +12,420 | 19.84% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 72,584 | 3,163 | 0.0% | 0.0% | 113 | -31,469 | -30.24% | Q4 2025 | Feb 17, 2026 |
| Kendall Capital Management | History | Added to | 70,780 | 3,084 | 0.65% | 0.74% | 114 | +5,545 | 8.5% | Q4 2025 | Jan 16, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 68,824 | 2,999 | 0.01% | 0.01% | 115 | +3,709 | 5.7% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 67,607 | 2,946 | 0.01% | 0.01% | 116 | -9,649 | -12.49% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 66,500 | 2,898 | 0.0% | 0.0% | 117 | +21,400 | 47.45% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 65,366 | 2,848 | 0.0% | 0.0% | 118 | -1,422 | -2.13% | Q4 2025 | Feb 11, 2026 |
| SummitTX Capital, L.P. | History | Added to | 64,209 | 2,798 | 0.08% | 0.08% | 119 | +28,121 | 77.92% | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 63,755 | 2,778 | 0.05% | 0.05% | 120 | +2,474 | 4.04% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 62,900 | 2,741 | 0.0% | 0.0% | 121 | +16,080 | 34.34% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 62,809 | 2,737 | 0.01% | 0.02% | 122 | -7,040 | -10.08% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 59,625 | 2,598 | 0.13% | 0.11% | 123 | +15,244 | 34.35% | Q4 2025 | Jan 20, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 59,320 | 2,585 | 0.29% | 0.32% | 124 | -3,861 | -6.11% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 59,148 | 2,577 | 0.0% | 0.0% | 125 | -2,040 | -3.33% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 58,450 | 2,547 | 0.01% | 0.02% | 126 | -10,416 | -15.13% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 57,592 | 2,510 | 0.02% | 0.02% | 127 | -4,955 | -7.92% | Q4 2025 | Feb 05, 2026 |
| Vest Financial, LLC | History | Added to | 56,680 | 2,470 | 0.03% | 0.03% | 128 | +5,788 | 11.37% | Q4 2025 | Jan 30, 2026 |
| Brevan Howard Capital Management LP | History | New | 56,411 | 2,458 | 0.03% | — | 129 | +56,411 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 56,254 | 2,451 | 0.0% | 0.0% | 130 | +45,352 | 416.0% | Q4 2025 | Mar 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 55,563 | 2,420 | 0.03% | 0.03% | 131 | -2,070 | -3.59% | Q4 2025 | Jan 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 55,009 | 2,397 | 0.02% | 0.02% | 132 | -4,080 | -6.9% | Q4 2025 | Feb 13, 2026 |
| Round Hill Asset Management | History | Reduced | 54,606 | 2,379 | 1.5% | 1.85% | 133 | -900 | -1.62% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 53,915 | 2,349 | 0.0% | 0.0% | 134 | -215 | -0.4% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 53,631 | 2,337 | 0.01% | 0.01% | 135 | +8,374 | 18.5% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 53,574 | 2,334 | 0.01% | 0.01% | 136 | +1,496 | 2.87% | Q4 2025 | Feb 18, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 53,075 | 2,313 | 0.01% | 0.03% | 137 | -144,542 | -73.14% | Q4 2025 | Feb 13, 2026 |
| Rings Capital Management LLC | History | No change | 53,000 | 2,309 | 1.15% | 1.26% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 52,615 | 2,292 | 0.02% | 0.03% | 139 | -9,214 | -14.9% | Q4 2025 | Feb 10, 2026 |
| Qsemble Capital Management, LP | History | New | 52,500 | 2,287 | 0.19% | — | 140 | +52,500 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 51,503 | 2,244 | 0.0% | 0.0% | 141 | +6,995 | 15.72% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 51,468 | 2,242 | 0.01% | 0.01% | 142 | -3,267 | -5.97% | Q4 2025 | Jan 29, 2026 |
| SPROTT INC. | History | New | 50,000 | 2,179 | 0.07% | — | 143 | +50,000 | New | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 49,300 | 2,148 | 0.01% | 0.01% | 144 | +15,700 | 46.73% | Q4 2025 | Feb 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 48,501 | 2,113 | 0.01% | 0.01% | 145 | +7,062 | 17.04% | Q4 2025 | Jan 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 48,096 | 2,096 | 0.0% | — | 146 | +48,096 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,276 | 2,060 | 0.0% | 0.0% | 147 | -5,844 | -11.0% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 51,160 | 2,018 | 0.01% | 0.01% | 148 | -4,276 | -7.71% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 45,400 | 1,994 | 0.01% | 0.01% | 149 | -1,700 | -3.61% | Q4 2025 | Jan 28, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 45,292 | 1,973 | 0.28% | 0.33% | 150 | -745 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 45,038 | 1,962 | 0.01% | 0.01% | 151 | +18,225 | 67.97% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 44,637 | 1,945 | 0.0% | 0.0% | 152 | -3,307 | -6.9% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 44,150 | 1,924 | 0.01% | 0.01% | 153 | +447 | 1.02% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 43,306 | 1,887 | 0.0% | 0.0% | 154 | -1,917 | -4.24% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 42,770 | 1,863 | 0.01% | 0.01% | 155 | -3,401 | -7.37% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 42,628 | 1,858 | 0.01% | 0.02% | 156 | -5,000 | -10.5% | Q4 2025 | Jan 29, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 42,471 | 1,850 | 0.06% | — | 157 | +42,471 | New | Q4 2025 | Feb 17, 2026 |
| Optimist Retirement Group LLC | History | Added to | 42,308 | 1,843 | 0.84% | 0.95% | 158 | +543 | 1.3% | Q4 2025 | Feb 09, 2026 |
| FIL Ltd | History | Added to | 41,564 | 1,811 | 0.0% | 0.0% | 159 | +28,998 | 230.77% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 41,485 | 1,807 | 0.0% | 0.0% | 160 | +29,339 | 241.55% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Reduced | 41,344 | 1,801 | 0.06% | 0.07% | 161 | -2,552 | -5.81% | Q4 2025 | Jan 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 41,200 | 1,795 | 0.01% | 0.01% | 162 | +7,800 | 23.35% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 40,765 | 1,776 | 0.0% | 0.0% | 163 | +133 | 0.33% | Q4 2025 | Feb 18, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 39,809 | 1,734 | 0.45% | 0.16% | 164 | +27,687 | 228.4% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 39,678 | 1,729 | 0.0% | 0.0% | 165 | -1,923 | -4.62% | Q4 2025 | Jan 27, 2026 |
| Bridgefront Capital, LLC | History | New | 39,496 | 1,721 | 0.43% | — | 166 | +39,496 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,578 | 1,720 | 0.0% | 0.0% | 167 | +1,089 | 2.83% | Q4 2025 | Jan 08, 2026 |
| Walleye Trading LLC | History | Reduced | 39,400 | 1,717 | 0.0% | 0.0% | 168 | -14,700 | -27.17% | Q4 2025 | Feb 13, 2026 |
| Cunning Capital Partners, LP | History | No change | 37,360 | 1,628 | 0.75% | 0.88% | 169 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,150 | 1,618 | 0.0% | 0.0% | 170 | -5,883 | -13.67% | Q4 2025 | Feb 12, 2026 |
| Aurora Investment Counsel | History | Reduced | 36,798 | 1,603 | 0.84% | 1.02% | 171 | -1,823 | -4.72% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 36,693 | 1,599 | 0.02% | 0.18% | 172 | -279,799 | -88.41% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 36,663 | 1,597 | 0.01% | 0.01% | 173 | +2,058 | 5.95% | Q4 2025 | Jan 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 39,210 | 1,576 | 0.02% | 0.02% | 174 | -3,000 | -7.11% | Q4 2025 | Jan 21, 2026 |
| Walleye Capital LLC | History | Added to | 35,637 | 1,553 | 0.0% | 0.0% | 176 | +29,077 | 443.25% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 35,655 | 1,553 | 0.01% | 0.01% | 175 | -3,961 | -10.0% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 35,000 | 1,525 | 0.03% | 0.03% | 177 | -2,300 | -6.17% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Added to | 34,597 | 1,507 | 0.01% | 0.02% | 178 | +2,081 | 6.4% | Q4 2025 | Feb 18, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 34,558 | 1,506 | 0.68% | 0.92% | 179 | -10,418 | -23.16% | Q4 2025 | Jan 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 34,396 | 1,498 | 0.0% | 0.0% | 180 | -6,119 | -15.1% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 34,270 | 1,493 | 0.01% | — | 181 | +34,270 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,663 | 1,379 | 0.01% | 0.01% | 182 | +3,249 | 11.43% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 31,637 | 1,378 | 0.01% | 0.01% | 183 | -2,723 | -7.92% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | New | 31,341 | 1,365 | 0.02% | — | 184 | +31,341 | New | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 30,937 | 1,348 | 0.14% | 0.16% | 185 | -70 | -0.23% | Q4 2025 | Jan 16, 2026 |
| Human Investing LLC | History | Reduced | 30,380 | 1,323 | 0.19% | 0.26% | 186 | -4,881 | -13.84% | Q4 2025 | Jan 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 30,312 | 1,321 | 0.02% | 0.03% | 187 | -816 | -2.62% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 30,156 | 1,314 | 0.0% | 0.0% | 188 | -5,351 | -15.07% | Q4 2025 | Feb 17, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Added to | 30,000 | 1,307 | 0.37% | 0.36% | 189 | +6,000 | 25.0% | Q4 2025 | Feb 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 29,868 | 1,301 | 0.01% | 0.01% | 190 | -2,000 | -6.28% | Q4 2025 | Jan 29, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 29,665 | 1,292 | 0.58% | 0.7% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vestcor Inc | History | Added to | 29,494 | 1,285 | 0.04% | 0.04% | 192 | +6,300 | 27.16% | Q4 2025 | Feb 11, 2026 |
| Kennondale Capital Management LLC | History | No change | 29,286 | 1,276 | 0.94% | 1.13% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 28,468 | 1,241 | 0.0% | 0.0% | 194 | -2,290 | -7.45% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 28,286 | 1,232 | 0.01% | 0.02% | 195 | -1,555 | -5.21% | Q4 2025 | Feb 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 27,946 | 1,217 | 0.0% | — | 196 | +27,946 | New | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 27,816 | 1,212 | 0.04% | 0.06% | 198 | -6,797 | -19.64% | Q4 2025 | Jan 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,800 | 1,212 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 27,418 | 1,194 | 0.02% | 0.03% | 199 | +113 | 0.41% | Q4 2025 | Feb 18, 2026 |
| Freestone Grove Partners LP | History | Added to | 25,235 | 1,099 | 0.01% | 0.01% | 201 | +2,247 | 9.77% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 25,224 | 1,099 | 0.01% | 0.02% | 200 | -1,700 | -6.31% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 24,795 | 1,080 | 0.01% | 0.01% | 202 | +3,987 | 19.16% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 22,208 | 1,074 | 0.0% | 0.0% | 203 | +3,905 | 21.34% | Q4 2025 | Feb 13, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 23,316 | 1,016 | 0.62% | 0.72% | 204 | -2,747 | -10.54% | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Management, LLC | History | No change | 23,233 | 1,012 | 0.34% | 0.41% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LGT Group Foundation | History | Reduced | 23,236 | 1,011 | 0.01% | 0.02% | 206 | -8,150 | -25.97% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 23,170 | 1,009 | 0.03% | 0.04% | 207 | -1,926 | -7.67% | Q4 2025 | Feb 11, 2026 |
| Huber Capital Management LLC | History | Reduced | 23,100 | 1,006 | 0.15% | 0.19% | 208 | -100 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 22,891 | 1,000 | 0.0% | — | 209 | +22,891 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 22,712 | 989 | 0.0% | 0.0% | 210 | -32,513 | -58.87% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 22,496 | 980 | 0.0% | 0.0% | 211 | +309 | 1.39% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 22,474 | 979 | 0.0% | 0.01% | 212 | -14,724 | -39.58% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 21,481 | 939 | 0.02% | 0.02% | 213 | -1,449 | -6.32% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Added to | 20,100 | 875 | 0.14% | 0.15% | 214 | +3,464 | 20.82% | Q4 2025 | Feb 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 19,900 | 867 | 0.0% | — | 215 | +19,900 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,894 | 867 | 0.0% | 0.0% | 216 | +557 | 2.88% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 19,287 | 840 | 0.01% | 0.01% | 217 | +372 | 1.97% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 18,707 | 815 | 0.0% | 0.0% | 218 | -1,025 | -5.19% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 18,589 | 810 | 0.0% | 0.0% | 219 | +1,350 | 7.83% | Q4 2025 | Feb 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 18,435 | 803 | 0.31% | 0.57% | 220 | -9,990 | -35.15% | Q4 2025 | Feb 03, 2026 |
| GenTrust, LLC | History | Added to | 18,222 | 802 | 0.03% | 0.04% | 221 | +810 | 4.65% | Q4 2025 | Feb 02, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 18,329 | 798 | 0.34% | 0.4% | 222 | -5 | -0.03% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 18,077 | 787 | 0.0% | 0.0% | 223 | -413 | -2.23% | Q4 2025 | Feb 06, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 17,680 | 770 | 0.16% | 0.24% | 224 | -54 | -0.3% | Q4 2025 | Feb 09, 2026 |
| Ethic Inc. | History | Reduced | 17,561 | 765 | 0.01% | 0.02% | 225 | -2,158 | -10.94% | Q4 2025 | Feb 03, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 17,526 | 763 | 0.1% | 0.11% | 226 | +689 | 4.09% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,342 | 755 | 0.0% | 0.0% | 227 | -453 | -2.55% | Q4 2025 | Jan 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,193 | 749 | 0.01% | 0.01% | 229 | +1,404 | 8.89% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,183 | 749 | 0.0% | 0.0% | 228 | +1,271 | 7.99% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,987 | 740 | 0.0% | 0.01% | 230 | -64,579 | -79.17% | Q4 2025 | Feb 02, 2026 |
| ROCKLAND TRUST CO | History | No change | 16,866 | 735 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 16,692 | 727 | 0.04% | 0.19% | 232 | -86,886 | -83.88% | Q4 2025 | Feb 09, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 16,131 | 702 | 0.18% | 0.22% | 233 | -301 | -1.83% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,983 | 696 | 0.01% | 0.01% | 234 | +1,411 | 9.68% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,576 | 678 | 0.0% | 0.0% | 235 | -3,496 | -18.33% | Q4 2025 | Feb 06, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 14,062 | 668 | 0.05% | — | 236 | +14,062 | New | Q4 2025 | Feb 10, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 15,261 | 665 | 0.0% | — | 238 | +15,261 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | No change | 15,265 | 665 | 0.27% | 0.32% | 237 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Range Financial Group LLC | History | Added to | 15,053 | 656 | 0.23% | 0.26% | 239 | +688 | 4.79% | Q4 2025 | Jan 15, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 653 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 14,953 | 651 | 0.0% | 0.0% | 241 | +1,647 | 12.38% | Q4 2025 | Feb 13, 2026 |
| Claret Asset Management Corp | History | Reduced | 14,690 | 640 | 0.07% | 0.09% | 242 | -24 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,521 | 632 | 0.01% | 0.01% | 243 | +765 | 5.56% | Q4 2025 | Jan 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,480 | 631 | 0.01% | 0.01% | 244 | -2,484 | -14.64% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 14,431 | 628 | 0.03% | 0.06% | 245 | -13,863 | -49.0% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,381 | 626 | 0.0% | 0.0% | 246 | -794 | -5.23% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 14,297 | 623 | 0.0% | 0.0% | 248 | +3,310 | 30.13% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,290 | 623 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 14,281 | 622 | 0.0% | 0.01% | 249 | -3,122 | -17.94% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,582 | 591 | 0.0% | 0.01% | 250 | +1,244 | 10.08% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 13,055 | 568 | 0.0% | 0.0% | 251 | -1,747 | -11.8% | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | New | 13,030 | 567 | 0.1% | — | 253 | +13,030 | New | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 13,027 | 567 | 0.23% | — | 252 | +13,027 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 12,957 | 564 | 0.01% | 0.01% | 254 | -131 | -1.0% | Q4 2025 | Jan 23, 2026 |
| South Dakota Investment Council | History | Reduced | 12,501 | 545 | 0.01% | 0.01% | 255 | -1,300 | -9.42% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 12,469 | 543 | 0.01% | 0.02% | 256 | +341 | 2.81% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,139 | 529 | 0.01% | 0.01% | 258 | +3,811 | 45.76% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,139 | 529 | 0.0% | 0.0% | 257 | -462 | -3.67% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Reduced | 11,990 | 522 | 0.0% | 0.0% | 259 | -1,146 | -8.72% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 11,718 | 515 | 0.01% | 0.01% | 260 | -142 | -1.2% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,757 | 512 | 0.0% | 0.0% | 261 | +1,218 | 11.56% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,583 | 504 | 0.0% | 0.0% | 262 | -24,099 | -67.54% | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 11,461 | 499 | 0.0% | 0.01% | 263 | -2,001 | -14.86% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 11,226 | 489 | 0.0% | 0.0% | 264 | -80,395 | -87.75% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | New | 11,078 | 482 | 0.01% | — | 265 | +11,078 | New | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,033 | 480 | 0.0% | 0.0% | 266 | +5,613 | 103.56% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,000 | 479 | 0.0% | 0.01% | 267 | -64,589 | -85.45% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 10,985 | 478 | 0.03% | 0.02% | 268 | +4,895 | 80.38% | Q4 2025 | Feb 09, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 10,874 | 473 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 10,580 | 461 | 0.18% | 0.32% | 270 | -9,930 | -48.42% | Q4 2025 | Feb 09, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 10,561 | 460 | 0.19% | 0.23% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 10,534 | 459 | 0.0% | — | 272 | +10,534 | New | Q4 2025 | Feb 04, 2026 |
| Convergence Financial, LLC | History | Added to | 10,551 | 459 | 0.07% | 0.08% | 273 | +60 | 0.57% | Q4 2025 | Feb 11, 2026 |
| CSS LLC/IL | History | New | 10,460 | 455 | 0.02% | — | 274 | +10,460 | New | Q4 2025 | Feb 17, 2026 |
| CWC Advisors, LLC. | History | Reduced | 10,461 | 455 | 0.22% | 0.26% | 275 | -213 | -2.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,425 | 454 | 0.0% | 0.0% | 276 | -340 | -3.16% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,166 | 443 | 0.0% | 0.02% | 277 | -217,631 | -95.54% | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 10,170 | 443 | 0.02% | 0.02% | 278 | +509 | 5.27% | Q4 2025 | Jan 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 10,139 | 440 | 0.0% | 0.0% | 279 | -18,313 | -64.36% | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10,000 | 440 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 10,026 | 437 | 0.0% | 0.0% | 281 | -5,760 | -36.49% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 10,013 | 436 | 0.03% | 0.0% | 282 | +9,472 | 1750.83% | Q4 2025 | Jan 29, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 9,920 | 432 | 0.13% | 0.16% | 283 | -68 | -0.68% | Q4 2025 | Jan 21, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | New | 9,800 | 427 | 0.14% | — | 284 | +9,800 | New | Q4 2025 | Feb 17, 2026 |
| denkapparat Operations GmbH | History | No change | 9,794 | 426 | 0.23% | 0.32% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | New | 9,413 | 410 | 0.06% | — | 286 | +9,413 | New | Q4 2025 | Jan 08, 2026 |
| Amundi | History | Reduced | 9,377 | 408 | 0.0% | 0.0% | 287 | -90,463 | -90.61% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,228 | 402 | 0.0% | 0.0% | 288 | +621 | 7.22% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 9,213 | 401 | 0.02% | 0.01% | 289 | -813 | -8.11% | Q4 2025 | Feb 04, 2026 |
| Verition Fund Management LLC | History | Reduced | 9,144 | 398 | 0.0% | 0.0% | 290 | -9,419 | -50.74% | Q4 2025 | Feb 13, 2026 |
| TCM Advisors, LLC | History | Added to | 9,000 | 392 | 0.03% | 0.04% | 291 | +1,600 | 21.62% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,756 | 381 | 0.0% | 0.0% | 292 | -500 | -5.4% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 8,662 | 377 | 0.02% | 0.02% | 293 | +49 | 0.57% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | Reduced | 8,580 | 373 | 0.0% | 0.01% | 295 | -39,627 | -82.2% | Q4 2025 | Feb 17, 2026 |
| Tradewinds, LLC. | History | No change | 8,581 | 373 | 0.09% | 0.11% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 8,322 | 362 | 0.11% | 0.08% | 296 | +3,350 | 67.38% | Q4 2025 | Feb 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 8,250 | 359 | 0.09% | 0.36% | 297 | -18,285 | -68.91% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 8,117 | 353 | 0.0% | 0.0% | 298 | +3,049 | 60.16% | Q4 2025 | Feb 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 7,885 | 343 | 0.02% | 0.03% | 299 | -1,225 | -13.45% | Q4 2025 | Jan 21, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 7,658 | 333 | 0.01% | 0.03% | 300 | -16,988 | -68.93% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 7,619 | 332 | 0.01% | 0.0% | 301 | +4,828 | 172.98% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,550 | 329 | 0.01% | 0.01% | 302 | +1,584 | 26.55% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,548 | 328 | 0.01% | 0.01% | 303 | +3,062 | 68.26% | Q4 2025 | Feb 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 7,358 | 320 | 0.01% | 0.01% | 304 | -3 | -0.04% | Q4 2025 | Jan 05, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 7,245 | 315 | 0.0% | 0.01% | 305 | -7,261 | -50.06% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,856 | 298 | 0.0% | 0.0% | 306 | -1,590 | -18.83% | Q4 2025 | Jan 16, 2026 |
| Utah Retirement Systems | History | Reduced | 6,719 | 292 | 0.0% | 0.0% | 307 | -290 | -4.14% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 6,599 | 288 | 0.01% | — | 308 | +6,599 | New | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,467 | 282 | 0.02% | 0.03% | 309 | -1,802 | -21.79% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,486 | 282 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Silver Coast Investments LLC | History | No change | 6,428 | 280 | 0.1% | 0.11% | 311 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,382 | 278 | 0.0% | 0.01% | 312 | -467 | -6.82% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,324 | 275 | 0.01% | 0.01% | 313 | -171 | -2.63% | Q4 2025 | Feb 17, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 6,291 | 274 | 0.12% | 0.16% | 314 | +51 | 0.82% | Q4 2025 | Jan 26, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 6,139 | 267 | 0.1% | 0.2% | 316 | -13,199 | -68.25% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,075 | 267 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,640 | 265 | 0.01% | 0.01% | 317 | +2,548 | 62.27% | Q4 2025 | Jan 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,000 | 264 | 0.01% | 0.01% | 318 | -633 | -9.54% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,900 | 259 | 0.01% | 0.01% | 320 | +81 | 1.39% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,966 | 259 | 0.01% | 0.01% | 319 | -5 | -0.08% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 5,895 | 256 | 0.02% | — | 321 | +5,895 | New | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | New | 5,887 | 256 | 0.01% | — | 322 | +5,887 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 5,779 | 251 | 0.0% | — | 323 | +5,779 | New | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,731 | 249 | 0.0% | 0.0% | 324 | +1,213 | 26.85% | Q4 2025 | Jan 29, 2026 |
| DGS Capital Management, LLC | History | Reduced | 5,710 | 248 | 0.04% | 0.05% | 325 | -66 | -1.14% | Q4 2025 | Feb 24, 2026 |
| Arnhold LLC | History | No change | 5,600 | 244 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 5,365 | 233 | 0.0% | 0.01% | 327 | -738 | -12.09% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | No change | 5,324 | 232 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 5,314 | 231 | 0.0% | 0.01% | 329 | -8,734 | -62.17% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | New | 5,317 | 231 | 0.0% | — | 330 | +5,317 | New | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 5,237 | 228 | 0.0% | — | 331 | +5,237 | New | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | New | 5,120 | 223 | 0.0% | — | 332 | +5,120 | New | Q4 2025 | Feb 10, 2026 |
| MQS Management LLC | History | New | 5,078 | 221 | 0.13% | — | 334 | +5,078 | New | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,093 | 221 | 0.0% | 0.0% | 333 | -2,010 | -28.3% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,070 | 220 | 0.0% | 0.0% | 335 | -624 | -10.96% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,052 | 220 | 0.0% | 0.0% | 336 | +46 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 5,046 | 219 | 0.05% | — | 337 | +5,046 | New | Q4 2025 | Feb 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 5,000 | 217 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 5,000 | 217 | 0.05% | 0.06% | 339 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 5,000 | 217 | 0.01% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 4,955 | 215 | 0.01% | 0.01% | 341 | -1 | -0.02% | Q4 2025 | Feb 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 4,826 | 210 | 0.0% | 0.0% | 342 | +826 | 20.65% | Q4 2025 | Feb 03, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,800 | 209 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wedmont Private Capital | History | Reduced | 4,784 | 207 | 0.01% | 0.02% | 344 | -5,624 | -54.04% | Q4 2025 | Jan 08, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 4,700 | 204 | 0.03% | 0.04% | 345 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| North Dakota State Investment Board | History | New | 4,654 | 202 | 0.01% | — | 347 | +4,654 | New | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 4,645 | 202 | 0.0% | — | 346 | +4,645 | New | Q4 2025 | Jan 30, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 4,600 | 200 | 0.05% | — | 348 | +4,600 | New | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,375 | 190 | 0.0% | 0.0% | 349 | +582 | 15.34% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,180 | 182 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,110 | 179 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,959 | 172 | 0.0% | 0.0% | 352 | -261 | -6.18% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 3,929 | 171 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 3,809 | 166 | 0.11% | 0.14% | 354 | -177 | -4.44% | Q4 2025 | Feb 05, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 3,763 | 163 | 0.08% | 0.09% | 355 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,708 | 161 | 0.0% | 0.0% | 356 | -127 | -3.31% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 3,620 | 158 | 0.09% | — | 357 | +3,620 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,591 | 156 | 0.01% | 0.01% | 358 | -622 | -14.76% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,577 | 155 | 0.0% | 0.0% | 360 | +1,905 | 113.94% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,569 | 155 | 0.0% | 0.0% | 359 | -1,479 | -29.3% | Q4 2025 | Mar 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,296 | 144 | 0.0% | 0.0% | 361 | +1,949 | 144.69% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 3,034 | 132 | 0.0% | 0.0% | 362 | -137 | -4.32% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,735 | 118 | 0.0% | — | 363 | +2,735 | New | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 2,622 | 114 | 0.01% | 0.01% | 364 | +760 | 40.82% | Q4 2025 | Jan 05, 2026 |
| EMC Capital Management | History | Reduced | 2,479 | 108 | 0.05% | 0.07% | 365 | -438 | -15.02% | Q4 2025 | Mar 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,361 | 102 | 0.0% | 0.0% | 366 | +965 | 69.13% | Q4 2025 | Feb 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,303 | 100 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| High Point Wealth Management, LLC | History | New | 2,283 | 99 | 0.09% | — | 368 | +2,283 | New | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 2,069 | 91 | 0.05% | 0.04% | 369 | +670 | 47.89% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | No change | 2,000 | 87 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,984 | 86 | 0.01% | 0.01% | 371 | +1 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,856 | 80 | 0.0% | 0.01% | 372 | -9,382 | -83.48% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,802 | 79 | 0.0% | 0.0% | 373 | +445 | 32.79% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,802 | 78 | 0.0% | 0.0% | 374 | +383 | 26.99% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 1,742 | 75 | 0.0% | 0.01% | 375 | -7,874 | -81.88% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,666 | 72 | 0.0% | 0.01% | 376 | -5,049 | -75.19% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,645 | 71 | 0.0% | 0.0% | 377 | +512 | 45.19% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,627 | 70 | 0.0% | 0.0% | 378 | +56 | 3.56% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,477 | 64 | 0.0% | 0.01% | 379 | -4,097 | -73.5% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,440 | 62 | 0.0% | 0.0% | 381 | -60 | -4.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,433 | 62 | 0.0% | 0.0% | 380 | -57 | -3.83% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,264 | 55 | 0.0% | 0.0% | 382 | -74 | -5.53% | Q4 2025 | Feb 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 1,151 | 50 | 0.02% | 0.02% | 384 | +15 | 1.32% | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | No change | 1,150 | 50 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,135 | 49 | 0.02% | 0.04% | 385 | -150 | -11.67% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,123 | 48 | 0.0% | 0.01% | 386 | -40 | -3.44% | Q4 2025 | Jan 26, 2026 |
| Corsicana & Co. | History | No change | 1,050 | 45 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Employees Retirement System of Texas | History | No change | 1,000 | 44 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 922 | 40 | 0.0% | 0.0% | 389 | +51 | 5.86% | Q4 2025 | Feb 03, 2026 |
| DANSKE BANK A/S | History | No change | 900 | 39 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Reduced | 866 | 37 | 0.0% | 0.0% | 391 | -20 | -2.26% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 843 | 36 | 0.0% | 0.0% | 393 | +380 | 82.07% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Added to | 836 | 36 | 0.0% | 0.0% | 395 | +317 | 61.08% | Q4 2025 | Jan 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 849 | 36 | 0.0% | 0.0% | 394 | -86 | -9.2% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 830 | 36 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 800 | 34 | 0.0% | — | 396 | +800 | New | Q4 2025 | Jan 23, 2026 |
| DV Trading LLC | History | New | 800 | 34 | 0.0% | — | 397 | +800 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 800 | 34 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 765 | 33 | 0.01% | — | 400 | +765 | New | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Added to | 760 | 33 | 0.0% | 0.0% | 399 | +256 | 50.79% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 643 | 32 | 0.0% | — | 401 | +643 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 716 | 31 | 0.0% | 0.0% | 402 | +184 | 34.59% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Reduced | 690 | 30 | 0.0% | 0.0% | 403 | -35 | -4.83% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 684 | 29 | 0.0% | 0.01% | 405 | -1,536 | -69.19% | Q4 2025 | Feb 11, 2026 |
| NVWM, LLC | History | No change | 676 | 29 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WPG Advisers, LLC | History | Reduced | 623 | 27 | 0.02% | 0.03% | 406 | -42 | -6.32% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | Added to | 616 | 26 | 0.01% | 0.0% | 408 | +416 | 208.0% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 618 | 26 | 0.0% | 0.0% | 407 | -222 | -26.43% | Q4 2025 | Feb 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 570 | 24 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 548 | 23 | 0.0% | — | 410 | +548 | New | Q4 2025 | Mar 04, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 500 | 21 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Operose Advisors LLC | History | No change | 500 | 21 | 0.0% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 500 | 21 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 418 | 18 | 0.0% | 0.0% | 415 | -2,477 | -85.56% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 435 | 18 | 0.0% | 0.0% | 414 | -76 | -14.87% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 430 | 18 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 408 | 17 | 0.01% | — | 420 | +408 | New | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 398 | 17 | 0.0% | — | 419 | +398 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 410 | 17 | 0.0% | 0.0% | 418 | -18 | -4.21% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 400 | 17 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 382 | 16 | 0.0% | 0.0% | 421 | +3 | 0.79% | Q4 2025 | Jan 27, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 379 | 16 | 0.01% | 0.02% | 422 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Reduced | 345 | 15 | 0.0% | 0.0% | 423 | -460 | -57.14% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 358 | 15 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 337 | 14 | 0.0% | 0.0% | 426 | -2 | -0.59% | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 280 | 14 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Added to | 307 | 13 | 0.01% | 0.0% | 427 | +207 | 207.0% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | No change | 297 | 12 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | Reduced | 265 | 11 | 0.0% | 0.0% | 429 | -60 | -18.46% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Added to | 257 | 11 | 0.0% | 0.0% | 430 | +2 | 0.78% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | No change | 241 | 10 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Trust, LLC | History | Added to | 220 | 9 | 0.0% | — | 433 | +218 | 10900.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Added to | 220 | 9 | 0.0% | — | 432 | +210 | 2100.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 225 | 9 | 0.0% | 0.0% | 434 | +25 | 12.5% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 189 | 8 | 0.0% | 0.01% | 435 | -853 | -81.86% | Q4 2025 | Jan 08, 2026 |
| Basepoint Wealth LLC | History | New | 205 | 8 | 0.0% | — | 436 | +205 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 182 | 7 | 0.0% | — | 439 | +182 | New | Q4 2025 | Feb 09, 2026 |
| Park Square Financial Group, LLC | History | New | 147 | 7 | 0.04% | — | 438 | +147 | New | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 167 | 7 | 0.0% | 0.0% | 437 | +116 | 227.45% | Q4 2025 | Feb 13, 2026 |
| SITTNER & NELSON, LLC | History | New | 200 | 6 | 0.0% | — | 442 | +200 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 146 | 6 | 0.0% | 0.0% | 440 | -168 | -53.5% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 148 | 6 | 0.0% | — | 441 | +148 | New | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 139 | 6 | 0.0% | 0.0% | 443 | -8 | -5.44% | Q4 2025 | Feb 24, 2026 |
| Centennial Bank/AR/ | History | No change | 140 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 137 | 5 | 0.0% | 0.03% | 449 | -2,746 | -95.25% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 135 | 5 | 0.0% | — | 446 | +135 | New | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 130 | 5 | 0.0% | — | 452 | +130 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 128 | 5 | 0.0% | 0.0% | 451 | +42 | 48.84% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 136 | 5 | 0.0% | 0.0% | 447 | +23 | 20.35% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 125 | 5 | 0.0% | 0.0% | 445 | +6 | 5.04% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 133 | 5 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LRI Investments, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 95 | 4 | 0.0% | — | 454 | +95 | New | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 106 | 4 | 0.0% | 0.0% | 453 | -52 | -32.91% | Q4 2025 | Jan 07, 2026 |
| Grove Bank & Trust | History | No change | 113 | 4 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 83 | 3 | 0.0% | 0.0% | 458 | +4 | 5.06% | Q4 2025 | Jan 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 91 | 3 | 0.0% | 0.0% | 457 | +1 | 1.11% | Q4 2025 | Jan 22, 2026 |
| COUNTRY TRUST BANK | History | No change | 85 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 79 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CURIO WEALTH, LLC | History | No change | 86 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 465 | -116 | -65.17% | Q4 2025 | Jan 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 66 | 2 | 0.0% | — | 466 | +60 | 1000.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 65 | 2 | 0.0% | — | 463 | +49 | 306.25% | Q4 2025 | Jan 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 52 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 45 | 1 | 0.0% | 0.05% | 477 | -5,000 | -99.11% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 475 | -44 | -61.11% | Q4 2025 | Jan 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 34 | 1 | 0.0% | — | 476 | +34 | New | Q4 2025 | Mar 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 27 | 1 | 0.0% | — | 474 | +27 | New | Q4 2025 | Feb 05, 2026 |
| United Financial Planning Group LLC | History | New | 24 | 1 | 0.0% | — | 480 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 23 | 1 | 0.0% | — | 471 | +23 | New | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 23 | 1 | 0.0% | — | 481 | +23 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 24 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clean Yield Group | History | No change | 37 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 30 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -284,908 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.06% | — | -260,532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.02% | — | -176,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -150,299 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -99,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.1% | — | -71,856 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -70,155 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -45,902 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.68% | — | -38,610 | -100.0% | Q3 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -34,161 | -100.0% | Q3 2025 | Oct 22, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -31,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -27,529 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -24,559 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Closed out | 0 | 0 | — | 0.09% | — | -21,204 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -19,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -18,959 | -100.0% | Q3 2025 | Nov 04, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -18,258 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -17,771 | -100.0% | Q3 2025 | Oct 08, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -16,777 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.06% | — | -14,846 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -14,510 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,126 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -12,350 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.71% | — | -11,135 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,821 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,005 | -100.0% | Q3 2025 | Oct 22, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -8,922 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,350 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -8,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,991 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,739 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,593 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOODY LYNN & LIEBERSON, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,339 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,122 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,096 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,775 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,764 | -100.0% | Q3 2025 | Oct 23, 2025 |
| LEUTHOLD GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,718 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,176 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,158 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,053 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,529 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,402 | -100.0% | Q3 2025 | Dec 16, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -4,748 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,685 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NDVR, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -4,593 | -100.0% | Q3 2025 | Oct 22, 2025 |
| INTRUST BANK NA | History | Closed out | 0 | 0 | — | 0.02% | — | -4,565 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,432 | -100.0% | Q3 2025 | Oct 21, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,408 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,364 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,195 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Barnett & Company, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,120 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,092 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CAHILL FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,075 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Westshore Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,060 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.28% | — | -4,018 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,007 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,005 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Corient IA LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.0% | — | -3,982 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,554 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,902 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,503 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,314 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -786 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -685 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -597 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -514 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -513 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 15 | 0 | — | — | — | +14 | 1400.0% | Q4 2025 | Feb 10, 2026 |
| USA FINANCIAL FORMULAS | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 17, 2025 |
| American Capital Advisory, LLC | History | Added to | 14 | 0 | — | — | — | +8 | 133.33% | Q4 2025 | Jan 30, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 28, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 24, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +4 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q4 2025 | Jan 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 22 | 0 | — | 0.0% | — | -3 | -12.0% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | Added to | 12 | 0 | — | — | — | +2 | 20.0% | Q4 2025 | Jan 23, 2026 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Triumph Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |